Forums
Opportunity Table UDF - Mandatoy based on a rule
Currently using Maximizer CRM On Premises 2021R1. I'm trying to create an Opportunity Table UDF utilising a Mandatory based on a rule condition that prompts (forces) a user to update Table Data for that UDF based on the status of another UDF.
Error Creating Opportunity via API - Only when UDF on Opp does not have full access
Hello API Team,
How to fetch Notes related data for Opportunites, Leads, Contacts Through API ?
I tried to fetch the Notes for opportunities, but I could not find any api for that in Octopus api Postman collection
Last Login per User
Is it possible to get the last datetime that a user logged in to Maximizer via the API?
Get an Abentry and all it's fields
Is there a way using the API to get all of the fields on one abentry record in one request including the UDFs with their names?
Moving an Opportunity
Is it possible to move an Opportunity from one client to another using the API?
Context: Read/Write Opportunity record via API
Hello Admins,
Create Opportunity via API does not assign Process and Sale Stage.
Hello All,
I've recently came across an issue where I was creating Opportunities via Octopus API. My payload contained values for Process (in may case specific value) and SalesStage but (i.e. Fact Finding).
After supplying the values in the payload the Opportunity was created but the fields for Process was not setup and no Sales Stage was setup.
Decode Email Messages from database image column and save file locally
Iām a freelancer and one of my clients want me to develop a tool that read files stored in database (MS SQL Server) and store it on local storage.
How can I request tasks for a company and any contact of the company
I have tried the following which errors requiring the Number to also be passed: